Every client’s tax situation is different from others; some are complicated and some are fairly straight forward.  Some get big refunds and some owe big bucks.  But one thing is the same for all clients.  They all care about their own personal financial situation and deserve and want to understand what is the impacting their return and their money.

To that end, I treat all clients the same when it comes time to reviewing their situation with them.  Preferably, they want to talk through, either in person or by phone, their tax return and have an opportunity to understand all line items and why they are the way they are.  I do not want anyone signing anything they do not understand.  Likewise, I want them to have an opportunity to put in place things that may help them for the next year.

This is important to them but also important to me.  I can be confident that each client had the opportunity to ask questions and feel knowledgeable about their tax return.